Remote Client Services Specialist; Financial Services
Rochester, Monroe County, New York, 14602, USA
Listed on 2026-09-25
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Customer Service/HelpDesk
Banking & Finance -
Finance & Banking
Banking & Finance, Financial Sales
Osaic is hiring a Client Services Representative to support over 11,000 Financial Professionals nationwide. In the Advisor Services team, you will handle administrative and sales support, processing work, and client inquiries via phone and systems.
A collaborative, entrepreneurial approach helps you navigate policies and ensure best-in-class service. The role emphasizes accuracy, timely execution, and excellent communication, with benefits and opportunities tied to performance and location-based
Consider building your career as a Remote Client Services Specialist (Financial Services) at Osaic.
Join us at Osaic as our next Remote Client Services Specialist (Financial Services) in New York, NY, United States.
We are currently recruiting a Remote Client Services Specialist (Financial Services) for our team in New York, NY, United States.
This is an excellent role to take on the Remote Client Services Specialist (Financial Services) role at Osaic.
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